We revisit Golar LNG Limited (NASDAQ: GLNG ) since our initiation , the stock is down 8.3% (Fig. 1), and we see greater upside ahead alongside several de-risking catalysts. For our new readers, the company is a floating liquefied natural gasBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they ...

Group 1: Artisan Mid Cap Fund Performance - Artisan Mid Cap Fund's Investor Class fund ARTMX returned 8.80%, Advisor Class fund APDMX also posted a return of 8.80%, and Institutional Class fund APHMX returned 8.83% in Q3 2025, significantly outperforming the Russell Midcap Growth Index which returned 2.78% [1] - The strong performance was primarily driven by holdings in the health care sector [1] Group 2: ServiceTitan, Inc. Overview - ServiceTitan, Inc. (NASDAQ:TTAN) provides a cloud-based software platform for managing business workflows in the trades sector, which has been historically underserved by technology [3] - The stock of ServiceTitan, Inc. had a one-month return of 14.90% and a year-to-date gain of 5.70%, closing at $97.01 per share with a market capitalization of $9.017 billion on October 14, 2025 [2] - In Q2 2025, ServiceTitan reported total revenue of $242.1 million, reflecting a 25% year-over-year increase [4] Group 3: Investment Strategy and Market Position - Artisan Mid Cap Fund initiated new positions in ServiceTitan, Woodward, and Teledyne Technologies during the quarter, viewing ServiceTitan as a leading vertical software provider with multiple growth opportunities [3] - Despite recognizing ServiceTitan's potential, the company believes that certain AI stocks may offer greater upside potential and less downside risk [4] - At the end of Q2 2025, ServiceTitan was held by 51 hedge fund portfolios, an increase from 25 in the previous quarter [4]

Core Viewpoint - Q.E.P. Co., Inc. reported a decline in net sales and gross profit for the first six months and second quarter of fiscal year 2026, primarily due to elevated interest rates and consumer caution affecting home improvement spending [2][3]. Financial Performance - Net sales for the first six months of fiscal 2026 were $119.2 million, a decrease of $6.9 million or 5.5% from $126.1 million in the same period of fiscal 2025 [2]. - Net sales for the second quarter of fiscal 2026 were $57.7 million, down $4.9 million or 7.8% from $62.6 million in the second quarter of fiscal 2025 [2]. - Gross profit for the first six months of fiscal 2026 was $43.3 million, down $1.5 million or 3.4% from $44.8 million in the corresponding period of fiscal 2025 [3]. - Gross profit for the second quarter of fiscal 2026 was $20.6 million, a decrease of $1.7 million or 7.6% from $22.3 million in the second quarter of fiscal 2025 [3]. - The gross margin for the first six months and second quarter of fiscal 2026 was 36.3% and 35.7%, respectively, showing an increase from 35.5% and 35.6% in the same periods of the prior fiscal year [3]. Operating Expenses and Income - Operating expenses totaled $32.9 million for the first six months of fiscal 2026, representing 27.6% of net sales, compared to $34.5 million or 27.3% of net sales in the comparable fiscal 2025 period [4]. - Operating expenses for the second quarter were $16.0 million, or 27.8% of net sales, compared to $17.2 million or 27.5% in the second quarter of fiscal 2025 [4]. - Net income from continuing operations for the first six months of fiscal 2026 was $8.0 million, or $2.45 per diluted share, compared to $7.7 million or $2.34 per diluted share in the same period of fiscal 2025 [6]. - Net income for the second quarter was $3.5 million, or $1.09 per diluted share, compared to $3.8 million or $1.17 per diluted share in the second quarter of fiscal 2025 [6]. Cash Flow and Dividends - Cash provided by operations during the first six months of fiscal 2026 was $8.8 million, down from $11.2 million in the first six months of fiscal 2025 [9]. - The Board of Directors declared a quarterly cash dividend of $0.20 per share, payable on November 26, 2025, reflecting the company's commitment to returning value to stockholders [11]. Balance Sheet - As of August 31, 2025, working capital totaled $72.3 million, an increase from $67.4 million at the end of fiscal 2025 [10]. - Aggregate available cash, net of outstanding debt, was $34.3 million, up from $28.4 million at the end of fiscal 2025 [10].

Core Insights - Prologis, Inc. reported a decline in net earnings for Q3, with net earnings attributable to common stockholders at $763 million or $0.82 per share, down from $1.0 billion or $1.08 per share year-over-year [1] - The company's Core FFO for the quarter was $1.49 per share, an increase from $1.43 per share in the same quarter last year [1] - Total revenues for the quarter increased to $2.21 billion from $2.04 billion year-over-year, surpassing analyst expectations of $2.03 billion [2] Future Guidance - For fiscal 2025, Prologis forecasts net earnings in the range of $3.40 to $3.50 per share and Core FFO between $5.78 to $5.81 per share [3] - The company previously expected net earnings in the range of $3.00 to $3.15 per share and Core FFO between $5.75 to $5.80 per share [4]

PresentationGood morning, all, and thank you for joining us for the Entain Group 2025 Q3 Trading Update. My name is Carly, and I will be coordinating the call today. [Operator Instructions].Stella DavidCEO & Non-Executive Director Good morning, everyone, and welcome to today's Q3 results call. I'm delighted to be speaking to you all again and sharing another set of good Entain results. I'm joined by Rob Wood, our CFO and Deputy CEO; and our Investor Relations team. So sticking with our usual running order, ...

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets continued their strength in the third quarter, ending the period with double-digit year-to-date gains. In the quarter, the fund’s Investor Class fund ARTMX returned 8.80%, Advisor Class fund APDMX posted a return of 8.80%, and Institutional Class fund APHMX returned 8.83%, compared to a 2.78% return for the Russell Midc ...

The company narrowed its guidance for the second time this year. ...

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets continued their strength in the third quarter, ending the period with double-digit year-to-date gains. In the quarter, the fund’s Investor Class fund ARTMX returned 8.80%, Advisor Class fund APDMX posted a return of 8.80%, and Institutional Class fund APHMX returned 8.83%, compared to a 2.78% return for the Russell Midc ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

Listen and subscribe to Opening Bid on Apple Podcasts, Spotify, Amazon Music, YouTube or wherever you find your favorite podcasts. Okta (OKTA) CEO Todd McKinnon is making three bold bets to secure the company's future: consolidating identity, hardening cybersecurity, and training the next generation to use agentic AI. "There’s a new way to buy identity and to use identity," McKinnon told Yahoo Finance Executive Editor Brian Sozzi on the Opening Bid Unfiltered podcast (see the video above; listen below). " ...